LISA M. FLYNN
Director of Operations | Advisor Support and Licensed Service Assistant
Lisa is the backbone of our team. With her vast experience in business administration and hospitality, Lisa directs and manages all of our business operations with great skill and finesse. She is the driving force behind our legacy and financial planning services, supporting every aspect of the process.
Lisa's sensitivity to each client's unique planning requirements is unmatched. She goes above and beyond to help our clients gather and organize their financial documents, and sets up and maintains their electronic accounts. Lisa's passion for accuracy and attention to detail ensure that our clients' planning is always on track.
In addition to her outstanding organizational skills, Lisa is a master of cash flow management. She assists our clients in developing an accurate understanding of this vital element of the retirement and estate planning process. Her expertise and knowledge help our clients navigate the complexities of cash flow management with ease and confidence.
Lisa's commitment to our clients' success is unwavering. She brings her exceptional problem-solving skills and diplomatic approach to troubleshooting even the most advanced service issues. Lisa's unwavering dedication to her work makes the planning process easy and enjoyable for our clients.
Lisa graduated from the University of San Francisco with a degree in business administration, and her experience in the hotel industry prior to joining our team has given her an exceptional ability to manage complex operations with grace and ease.
